Financial & Investment Companies

Finance and operations consulting firm serving food, beverage, and CPG brands.

Produces protein-packed, peanut-based energy bites in a proprietary resealable five-bite pack for...

Provides outsourced bookkeeping, accounting, payroll, and back-office financial services to growi...

Boutique accounting firm managing finance functions for inventory-based CPG and beverage brands.

Integrated route-to-market platform offering production, compliance, sales, and distribution for ...

Acquires and operates established consumer businesses in health, wellness, and beauty alongside f...

Seed-stage venture capital fund investing in consumer tech, healthtech, and fintech startups.

Operationally focused growth equity firm investing in and supporting emerging CPG and food brands.

Beverage-focused venture platform combining capital with hands-on operational support for CPG fou...

Curated online retailer of hemp-derived THC seltzers, sodas, and mocktails from multiple brands.

Provides outsourced bookkeeping, tax, and fractional CFO services to CPG and DTC startups.

Middle-market private equity firm focused on complex carve-outs and corporate divestitures.

CPA-led outsourced accounting firm specializing in CPG, manufacturing, and e-commerce financial o...

Fractional CFO and financial advisory services for growing businesses.